DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Russell Lew Warye
Feed of 09/15/2026
Also filed as Russell Lew Wayre
At current firm
12 y
since Feb 26, 2014
In the industry
30 y
since Jan 1, 1996 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Global Retirement Partners LLC institutional currentsince Jul 1, 2022 · Skokie, Il
- LPL Financial LLC BD affiliated currentsince Feb 26, 2014 · Northbrook, Il
- Highpoint Planning Partners independent RIADec 9, 2021 to Jul 5, 2022 · Libertyville, Il
- Highpoint Advisor Group, LLC formerNov 12, 2013 to Dec 31, 2021 · Libertyville, Il
- Principal Securities, Inc. BD affiliatedJun 1, 2011 to Nov 11, 2013 · Libertyville, Il
Moves
a registration end followed by a registration begin elsewhere
- Highpoint Planning Partners to Global Retirement Partners LLCleft Jul 5, 2022, registered Jul 1, 2022 (-4 days) · Other
- Highpoint Advisor Group, LLC to LPL Financial LLCleft Dec 31, 2021, registered Feb 26, 2014 (-2865 days) · Other · moved with a team
- Principal Securities, Inc. to Highpoint Advisor Group, LLCleft Nov 11, 2013, registered Nov 12, 2013 (1 days) · Other
Signals
- Russell Lew Warye left Highpoint Planning Partners for Global Retirement Partners Llc (registered 2022-07-01)Jul 5, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address